Position in CMI
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$791,663
+$194,461 QoQ
Shares Held
1,110
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.41%
of 13F equity value
Holder Rank
#1,163
of 2,094 holders
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CMI Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Sterling Wealth Management, Inc. holds $2,461,159 across 4 Specialty Industrial Machinery names. CMI ranks #2 (32.2% of the industry book) .
All Filings in CMI
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $791,663 | 1,110 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $597,202 | 1,110 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $566,599 | 1,110 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $468,830 | 1,110 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $363,197 | 1,109 | Shares | Sole | 2025-08-14 | |
| 2024-12-31 | $412,742 | 1,184 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $389,195 | 1,202 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $327,885 | 1,184 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $350,928 | 1,191 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $285,327 | 1,191 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||